Fiduciary Trust CO has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.5 Billion distributed in 1127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $842M, Apple Inc. with a value of $336M, Tjx Companies Inc with a value of $302M, Microsoft Corp with a value of $298M, and Ishares Tr with a value of $293M.

Examining the 13F form we can see an increase of $145M in the current position value, from $6.36B to 6.5B.

Fiduciary Trust CO is based out at Boston, MA

Below you can find more details about Fiduciary Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $6.5 Billion
ETFs: $2.63 Billion
Technology: $1.05 Billion
Consumer Cyclical: $874 Million
Healthcare: $492 Million
Financial Services: $353 Million
Industrials: $278 Million
Consumer Defensive: $246 Million
Communication Services: $239 Million
Other: $330 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,127
  • Current Value $6.5 Billion
  • Prior Value $6.36 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 297 stocks
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